Once again, the Institute for Supply Management Survey respondents are telling us there is indeed some inflation out there. Thing is, we, as of

China’s move to free up its financial sector for foreign investment also potentially bodes well for our emerging markets exposure; as China’s looming bad

Contrary to what so many hold to be true (completely baffles me!), history — the history of the U.S.A — has proven that the

We think there’s something to be said for the old Wall Street adage, “bull markets climb a wall of worry”; if only for the fact

One more today to go with the jobless claims chart I posted earlier. Here, courtesy of Bespoke Investment Group, is a look at the

As I get a jump on our weekly research this morning, I am yet again baffled by the disconnect between rhetoric and reality. This

Interesting day yesterday. The U.S. stock market began with a nice broad-based rally which ultimately fizzled into a, broadly-speaking, mediocre session that saw the

Ned Davis’s excellent book Being Right or Making Money is a treasure trove of potential Quotes of the Day. The last one below should

In Jack Schwager’s Hedge Fund Market Wizards, Columbia Business School professor (and author, and successful investor) Joel Greenblatt describes how he begins his Value and

In his highly instructive book of interviews, Hedge Fund Market Wizards, Jack Schwager asks the successful investor, author, and Columbia Graduate School of Business